+13.8%
ANIP vs VT
+76.6%
-62.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -1.9% |
| 7D | -0.1% | -0.3% | +0.2% | +0.1% |
| 30D | -1.3% | -1.4% | +0.2% | -0.5% |
| 3M | -9.5% | -1.4% | -8.1% | -8.9% |
| 6M | -13.0% | +5.5% | -18.4% | -16.5% |
| YTD | -9.2% | +12.8% | -22.1% | -17.3% |
| 1Y | -24.2% | +15.4% | -39.6% | -32.1% |
| All | +13.8% | +76.6% | -62.7% | -35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling